Embedded Files
To access the Mailing Lists section of the software click on the Customers section on the left hand side and then click on the "All Mailing Lists" option.
If this is the first time you've entered the Mailing list section then the area will be blank.
To create a new list click the New Mailing List button in the top right corner of the screen.
Clicking the New Mailing List button with display the New Mailing List window. Here you can give the Mail List a name as well as a description. The Hide from customer detail option is meant to hide this mailing list in mass. Instead of needing to remove all customers from a list that you retired you can click this box to disable it. You can uncheck the box to enable it again.
Once you click the Save button you will be directed back to the All Mailing Lists screen which will display all the Mailing Lists you've created. It will also display if this list is being hidden. The Member Count column will show how many customers are in the list
To add a customer to a mailing list:
- Navigate to the Customers section of the software.
- Click the Pencil Icon next to their name.
- Underneath the Customer image you will see the Mailing Lists section.
- Check the boxes for each mailing list you want this customer added to.
- Click the Save button at the bottom of your window.
If you wish to view the list of customers that are on each mailing list, click the Pencil Icon next to the mailing list you want to review. You can also search for a customer using the search bar above the list of names.
If you wish to export this customer list to a spreadsheet you can accomplish this by clicking the Export button at the top of the page.
This will display the Export Mailing List window. From this window you can select any or all fields that are listed on a customer's detail screen.
Clicking the Export button will generate a spreadsheet that will download to your web browser. The spreadsheet will be saved as a CSV file type.
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